FDx Advisors’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,321
| Closed | -$465K | – | 863 |
|
|
2021
Q4 | $465K | Sell |
1,321
-737
| -36% | -$259K | 0.01% | 556 |
|
|
2021
Q3 | $658K | Sell |
2,058
-63
| -3% | -$20.1K | 0.02% | 432 |
|
|
2021
Q2 | $636K | Buy |
2,121
+135
| +7% | +$40.5K | 0.02% | 442 |
|
|
2021
Q1 | $540K | Buy |
1,986
+1,110
| +127% | +$302K | 0.02% | 449 |
|
|
2020
Q4 | $208K | Buy |
+876
| New | +$208K | 0.01% | 678 |
|
|
2014
Q4 | – | Sell |
-1,206
| Closed | -$216K | – | 906 |
|
|
2014
Q3 | $216K | Sell |
1,206
-671
| -36% | -$120K | 0.01% | 892 |
|
|
2014
Q2 | $347K | Buy |
+1,877
| New | +$347K | 0.02% | 725 |
|